36 financial planning; financial management; financial analysis and consultation; financial portfolio management; financial research; financial services in the nature of investment securities; financial information provided by electronic means; estate planning; stock brokerage; annuity underwriting; insurance brokerage; insurance administration; insurance consultation; insurance underwriting in the fields of life, health, accident, fire, theft, employment, motor vehicles, and commercial and non-commercial real estate; banking services; mortgage services; loan services; loan financing